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MARSHALL ORTHOPAEDICS — MARSHALL ORTHOPAEDICS PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250926111657NAL0003977123001
MARSHALL ORTHOPAEDICS
Form 5500-SF
FILING_RECEIVED
MARSHALL ORTHOPAEDICS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
1
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARSHALL ORTHOPAEDICS
.
Find decision makers
Plan sponsor
Name
MARSHALL ORTHOPAEDICS
EIN
26-0080874
Address
7301 GIRARD AVENUE, SUITE 300 · LA JOLLA, CA · 92037
Phone
(858) 459-3710
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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CHESAPEAKE PRIMARY CARE GROUP, P.A.
65
Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CHESAPEAKE PRIMARY CARE GROUP, P.A. 401(K) PROFIT SHARING PLAN
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$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
